Wealth Enhancement Advisory Services
MGEE icon

Wealth Enhancement Advisory Services’s MGE Energy Inc MGEE Stock Holding History

Wealth Enhancement Advisory Services’s Portfolio MGEE Stock Details MGEE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$1.27M Buy
15,589
+9,151
+142% +$709K ﹤0.01% 1901
2026
Q1 		$507K Sell
6,438
-3,690
-36% -$291K ﹤0.01% 2308
2025
Q4 		$792K Sell
10,128
-172
-2% -$14.1K ﹤0.01% 2118
2025
Q3 		$862K Buy
10,300
+153
+2% +$13.1K ﹤0.01% 1960
2025
Q2 		$914K Buy
10,147
+59
+0.6% +$5.31K ﹤0.01% 1810
2025
Q1 		$938K Sell
10,088
-646
-6% -$58.8K ﹤0.01% 1630
2024
Q4 		$1.01M Sell
10,734
-273
-2% -$26.4K ﹤0.01% 1539
2024
Q3 		$1.01M Buy
11,007
+290
+3% +$24.8K ﹤0.01% 1392
2024
Q2 		$801K Buy
10,717
+876
+9% +$68.4K ﹤0.01% 1380
2024
Q1 		$775K Buy
9,841
+1,009
+11% +$70.7K ﹤0.01% 1351
2023
Q4 		$639K Sell
8,832
-2,400
-21% -$174K ﹤0.01% 1371
2023
Q3 		$770K Buy
+11,232
New +$852K ﹤0.01% 1209

Other funds holding MGEE

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
ZP
Zimmer Partners New York $4.34B AUM 22.78% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
WHG
Westwood Holdings Group Dallas, Texas $13.3B AUM 29.38% 1-Year Est. Return
GF
Gabelli Funds Rye, New York $15.7B AUM 36.4% 1-Year Est. Return

Wealth Enhancement Advisory Services's MGEE Position: Q2 2026 in Review

Wealth Enhancement Advisory Services increased its MGE Energy Inc (MGEE) stake by 142% in Q2 2026, buying an estimated $709K and bringing the position to 15,589 shares worth $1.27M. The position accounts for ﹤0.01% of the portfolio, ranked #1901.

Wealth Enhancement Advisory Services first reported a position in MGEE in Q3 2023 and has held it in 12 quarters since. 337 funds tracked by Wall St. Rank hold MGEE as of Q2 2026.

  • Wealth Enhancement Advisory Services held 15,589 shares of MGE Energy Inc worth $1.27M as of Q2 2026.
  • Wealth Enhancement Advisory Services bought 9,151 MGE Energy Inc shares in Q2 2026, an estimated $709K.
  • MGE Energy Inc made up ﹤0.01% of Wealth Enhancement Advisory Services's portfolio in Q2 2026, its #1901 holding.
  • Wealth Enhancement Advisory Services first reported a position in MGE Energy Inc in Q3 2023 and has held it in 12 quarters since.
  • 337 funds tracked by Wall St. Rank held MGE Energy Inc as of Q2 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q2 2026, filed 15 Jul 2026.